Winans Investments
Winans Investments is an SEC-registered wealth manager in Las Vegas, NV with $305.6M assets under management (AUM, regulatory AUM), -7% over one year. See who owns Winans Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107125, SEC 801-43327, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $305.6M (2026-02-26)
- Firm type
- Wealth Manager
- Location
- Las Vegas, NV
- Employees
- 4
- Clients
- 276
- CRD
- 107125
- Ownership
- WINANS, KENNETH, GRANT; WILSON, JAMES, FRANKLIN; WREYFORD, DONALD, MAX; EDWARDS, MARC, GILES; THE ESTATE OF LILIAN WREYFORD
How much AUM does Winans Investments have?
Winans Investments reported $305.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Winans Investments?
Disclosed owners and executives of Winans Investments include WINANS, KENNETH, GRANT, WILSON, JAMES, FRANKLIN, WREYFORD, DONALD, MAX, EDWARDS, MARC, GILES, THE ESTATE OF LILIAN WREYFORD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.